The aggregate complexity of the supply chains for the 50 largest firms in the S&P 500 Index by revenue is fully nine times more complex than in 2009, a stunning 16% compounded annual growth rate. … READ MORE >
supply chains
The impact of tariffs: Balancing costs, supply chain and profitability
Raising tariffs can drive up consumer prices, lower demand and hurt business profitability. … READ MORE >
Morning market minute: Tariffs, supply chain pressures and inflation
There is a link between disruptions to the flow of trade and durable goods inflation. … READ MORE >
U.S. port strike will have a modest impact on GDP
The strike by port workers along the East and Gulf coasts of the United States will provide a modest hit to GDP of a little more than 0.1 percentage points per week, or roughly $4.3 billion in lost exports and imports. … READ MORE >
Regime change: Businesses face higher costs in nominal and real terms
Whether it is high single-digit borrowing costs for large multinationals or double-digit financing costs for middle market firms, elevated interest rates have become a fact of life for firm managers. … READ MORE >
Back-to-normal supply chain fuels disinflation tailwind
Supply chains in the United States continued to recover in December, remaining at the pre-COVID level for the sixth straight month, according to the RSM US Supply Chain Index. … READ MORE >
Globalized manufacturing enters a new era
Globalization is not dead, but the makeup of its participants has shifted and the rules of global trade continue to be rewritten as businesses diversify where they source and make their goods. … READ MORE >
RSM US Supply Chain Index back to normal for second straight month
The RSM US Supply Chain Index improved to 0.19 standard deviations above neutral in August as inventories and industrial capacity utilization continued to rebound. … READ MORE >
Earnings call roundup: Space companies
Space and intelligence companies capitalized on vertical integration efforts and successful launch test phases to remain competitive, according to recent earnings calls … READ MORE >
Preparing for a tsunami of imported goods
The recent reopening of China’s factory floors and the easing of its supply chain bottlenecks have prompted discussion about the ability of the U.S. supply chain to absorb what will be a tsunami of imported goods. … READ MORE >